Financial Services Advisor
5 days ago
We are seeking a talented Financial Services Advisor to join our team in the Greater Boston area. As a Financial Services Advisor, you will work closely with a senior Financial Professional and acquire new clients utilizing current school district 403(b) and 457 payroll slots.
The successful candidate will have a strong ability to be a self-starter, demonstrate high skill with relationships, and possess the key competencies required to be a successful Financial Professional. They will also be able to generate leads, set and hold productive meetings, present and implement solutions, and provide ongoing client support and service.
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Hybrid Financial Advisor Position
3 days ago
Boston, Massachusetts, United States Baystate Financial Full timeJob SummaryWe are seeking a Senior Financial Advisor to join our successful practice in Falmouth, Maine. This full-time hybrid role offers flexibility for remote work and requires expertise in finance, investments, and retirement planning strategies. As a key member of our team, you will provide financial planning advice, guidance, and support to clients to...
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Financial Career Advisor
7 days ago
Boston, Massachusetts, United States Northwestern Mutual Full timeCompany OverviewAt Northwestern Mutual, we believe that everyone deserves to 'spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality. Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals.With over 50% of Americans citing that...
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Financial Planning Expert
2 days ago
Boston, Massachusetts, United States Baystate Financial Full timeJob OverviewWe are seeking a highly skilled Financial Planning Expert to join our team at Baystate Financial in Falmouth, Maine. This is a full-time hybrid role that offers flexibility for remote work.About the RoleThe Senior Financial Advisor will provide financial planning advice, finance expertise, and investment recommendations to clients. They will work...
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Community Financial Empowerment Advisor
3 days ago
Boston, Massachusetts, United States Inquilinos Boricuas En Accion Full timeCommunity Financial Empowerment Advisor OpportunityInquilinos Boricuas En Accion is committed to improving the lives of individuals and families in the Boston community through high-quality affordable housing, education, and arts programs.We are seeking a skilled Community Financial Empowerment Advisor to join our financial empowerment team.Key...
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Boston, Massachusetts, United States Northwestern Mutual Full timeJob OverviewNorthwestern Mutual is seeking highly motivated and ambitious individuals to join our team of financial services advisors. This role offers a unique opportunity to build a rewarding career in the financial services industry, with unlimited earning potential.Estimated Salary Range:$60,000 - $100,000+ per year, depending on experience and...
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Financial Advisor
3 days ago
Boston, Massachusetts, United States Hamilton Gold Group LLC Full timeAbout the Opportunity">We are seeking a seasoned investment professional to join our team as a Financial Advisor - Investment Expert. As a key member of our team, you will be responsible for leveraging your expertise in investment management to close high-net-worth prospects and help them diversify their investments through gold and silver IRAs. This is a...
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Senior Tax Advisor
3 days ago
Boston, Massachusetts, United States Dennis & Associates, CPA Full timeJob OverviewDennis & Associates, CPA is an established public accounting firm seeking a Senior Tax Advisor to join our team. As a Senior Tax Advisor, you will work closely with clients to strategize their financial goals and maximize their tax savings.
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Boston, Massachusetts, United States Fidelity TalentSource LLC Full timeAbout the RoleThis is a high-level communications position that will play a key role in setting and executing communications strategies to support business objectives. The ideal candidate will have strong expertise in executive, internal, and external communications, as well as experience working in financial services.Key ResponsibilitiesDevelop and execute...
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Customer Service Advisor
7 days ago
Boston, Massachusetts, United States AAA Auto Tech Inc Full timeJob DescriptionWe are seeking an experienced Customer Service Advisor to join our team at AAA Auto Tech Inc in Boston. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences, building strong relationships with clients, and driving business growth.Responsibilities:Providing exceptional customer...
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Personal Financial Strategist
3 days ago
Boston, Massachusetts, United States Citizens Full timeCitizens Private Bank is seeking a seasoned Wealth Advisor to deliver exceptional wealth management services to ultra-high net worth (UHNW) clients. This opportunity involves collaborating with internal teams, including private bankers, trust officers, and estate planners, to provide seamless client service.The ideal candidate will possess a strong track...
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Financial Markets Advisor
3 days ago
Boston, Massachusetts, United States 5 Legal Full timeSalary and BenefitsWe offer a competitive salary range of $180,000 - $250,000 per year, depending on experience.Job ResponsibilitiesCandidates should have experience in public company work, registered equity offerings (IPOs and follow-on offerings), and private placements. Candidate must be familiar with the financial services sector.
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Senior Financial Planning Specialist
3 days ago
Boston, Massachusetts, United States Baystate Financial Full timeAbout UsBaystate Financial is a dedicated financial services provider based in Boston, MA. With 16 office locations throughout New England, we focus on fostering a collaborative culture and supporting personal and professional development. Our team of experts specializes in financial planning, business and estate planning, retirement planning, and various...
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Boston, Massachusetts, United States Northwestern Mutual Full timeCompany OverviewAt Northwestern Mutual, we believe that everyone deserves to 'spend their lives living.' Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual...
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Career Opportunities with Financial Security
4 days ago
Boston, Massachusetts, United States Northwestern Mutual Full timeCompany Overview:At Northwestern Mutual, we believe that everyone deserves to live their life to the fullest. With over 160 years of experience, we have been helping individuals and families achieve financial security through our wide range of life insurance products and services. Our company has been recognized as one of the FORTUNE 500 companies, and we...
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Strategic Financial Growth Specialist
4 weeks ago
Boston, Massachusetts, United States Citizens Full timeJob OverviewCitizens Wealth Management is a leading provider of investment services, committed to delivering exceptional experiences to our clients. We are seeking highly skilled Financial Advisors who can drive growth and prosperity for our customers.
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Experienced Service Advisor
4 days ago
Boston, Massachusetts, United States Barton Ford Full timeJob Description">We are seeking an experienced Service Writer to join our team at Barton Ford in Suffolk, VA. This role involves writing service on customer vehicles that are repaired at our dealership.">Responsibilities">">Successful candidates must be able to handle multiple tasks, possess great communication and writing skills, be very organized and...
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Financial Security Consultant
3 days ago
Boston, Massachusetts, United States Spieldenner Financial Group Full timeWe are seeking a skilled Mortgage Protection Sales Expert to join our team at Spieldenner Financial Group.The estimated annual salary for this position is $60,000 - $80,000, based on industry standards and market research in the insurance sector.About the Role:This role involves working closely with clients to understand their financial needs and provide...
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Funeral Planning Advisor
7 days ago
Boston, Massachusetts, United States Financial Services Company Full timeSalary and BenefitsAs a valued member of our team, you can expect a competitive salary ranging from $50,000 to $70,000 per year, depending on your experience and qualifications. Additionally, you'll enjoy benefits that include opportunities for professional growth and development, comprehensive training programs, and a flexible work schedule.**Job...
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Life Insurance Career Advisor
3 days ago
Boston, Massachusetts, United States Metzen Agency Full timeMetzen Agency Remote Sales Job OpportunityWe are seeking a highly motivated and results-driven Life Insurance Career Advisor to join our team as a fully remote sales representative. As a key member of our team, you will be responsible for actively engaging with prospective customers, building strong relationships, and driving sales growth. This role offers...
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Senior Financial Reporting Manager
4 weeks ago
Boston, Massachusetts, United States Creative Financial Staffing Full timeCompany Overview: Our client, a rapidly growing Real Estate Investment Trust, is seeking an experienced Senior Financial Reporting Manager to lead their SEC reporting and technical accounting functions. This is a fantastic opportunity for a highly skilled professional to join a dynamic team and contribute to the company's success.Salary: Highly competitive...